Unfinalize an invoice

Video: Learn about re-invoicing

Invoicing - Unfinalize Invoices

In the unfinalizing process the invoice transaction is removed from receivables for the contact, and any payment allocations are also removed in receivables, if they exist. If the invoice contains WIP lines, those jobs will have the relevant invoice transactions and their allocations changed to 'pending' mode while it is back in draft.

If an invoice has been sent to CCH iFirm from ATX or TaxWise the option to unfinalize an invoice is not available.

To edit or delete an existing invoice that has been previously finalized, you need to unfinalize it first.

  1. Click Time and Billing > Invoices.
  2. Click Finalized Invoices.

  1. Locate and click on the required invoice.
  2. Click Unfinalize Invoice.

  1. Click Yes to confirm.

When you unfinalize an invoice, the invoice transaction and any related payment allocations are removed from the Receivables area.